Track new-hire onboarding progress and document assignments (beyond Form I-9) via the WorkBright API

domain: workbright.com · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate to the WorkBright API with your organization's credentials, calling endpoints against your organization's subdomain as described in the WorkBright Developer Hub Getting Started guide.
  2. Create a new hire's employee record with a POST to the Create Employee endpoint, sending employee data nested under an 'employee' key.
  3. Activate the employee record via the Activate an Employee endpoint once onboarding should begin; the response returns the now-active employee object.
  4. Call Get Employee's Document Assignments for a given employee ID to retrieve their active onboarding form/document assignments generally, not limited to I-9.
  5. Poll completion status in bulk with a POST to /api/employees/onboarding_progress, passing an array of employee IDs, and read each employee's onboarding_status (No Assigned Forms / Missing All Forms / In Progress (Incomplete) / Finished).
  6. Optionally configure a webhook endpoint under your subdomain's settings/webhooks page and subscribe to events such as employee.form_submitted to get near-real-time notice of document completions instead of polling.

Known gotchas

Related routes

Complete Form I-9 electronically and manage I-9 verification via the WorkBright API
recruiting · 5 steps · unrated
Orchestrate new-hire onboarding task packets in BambooHR via API after an ATS hire event
bamboohr.com · 6 steps · unrated
Onboard a new employee through the Oyster HR API and complete EOR employment onboarding
docs.oysterhr.com · 6 steps · unrated

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